Bank of America is seeking a Wealth Management Client Associate in Northbrook, IL, to provide client service support to Financial Advisors. The ideal candidate will have a strong client-centric mindset, operational excellence, and the ability to adapt in a fast-paced environment
Job Summary
Merrill Wealth Management provides comprehensive wealth management services including retirement and education planning.
The role involves serving as the primary point of contact for clients while ensuring alignment with bank policies and procedures.
Employees are eligible for an annual discretionary award based on individual performance and company success.
Matching Summary
Match Score: 85
Bank of America is seeking a Wealth Management Client Associate in Northbrook, IL, to provide client service support to Financial Advisors. The ideal candidate will have a strong client-centric mindset, operational excellence, and the ability to adapt in a fast-paced environment.
Salary
Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Strong work ethic and results focus
Client-centric mindset in all actions
Ability to learn new technology platforms
Nice-to-have
Experience in fast-paced environments
Detail-oriented approach to tasks
Commitment to continuous professional growth
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification desired
Proficiency in Microsoft Office and Salesforce required